Aperio Group: The Next Generation of Indexing
The Aperio Advantage
Aperio is the new benchmark in customized and after-tax indexing. Fueling an enlightened movement of efficient equity exposure, we unlock tax-losses to offset gains and align portfolios to investor values and unique perspectives. The investment landscape has evolved – and Aperio is leading the way.
Active Tax Indexing uses a systematic tax-loss harvesting overlay to reduce taxes paid and improve after-tax returns over traditional index funds or ETFs.
Thematic Beta customizes the constituents of portfolios to achieve targeted investment exposures such as high dividend, low volatility, quality, or geographic tilts.